CRM For WHMCS

CRM For WHMCS

Developed By ModulesGarden

Compatible with WHMCS v7.1

ModulesGarden WHMCS Logo

ModulesGarden CRM For WHMCS is a revelatory module created for professional customer relationship management including leads, potentials and follow-ups. With its help all contact details of prospective clients will be organised in a transparent list directly in your system. Along with that, you will be able to add new leads, convert them to potentials at any time or even create accounts for them without the need to leave the addon page. What is more, you may gather contacts' details by generating and locating customized web forms on your external web sites to obtain data as easily and quickly as possible.

Furthermore, the module includes a wide spectrum of advanced features to facilitate your business management. You will be allowed to define permissions for each administrator role, send automated emails, issue announcements, add notes, create campaigns, generate quotes as well as view logs and other details of your tasks. There is even an option to add custom fields for leads and potentials in order to gather every required information in one place. All the data can be imported/exported so you will be enabled to migrate them between WHMCS systems or simply make a backup whenever you need to. No less convenient is the ability to turn on the standalone mode which renders the addon page outside WHMCS or toggle full screen for particular widgets.

In addition, you will be able to overview and analyze assembled information thanks to the graphic presentation in dashboard. Alongside the statistical graphs and tables there will be a calendar showing the schedule of foreseen follow-ups.

What makes the module even more unique is the possibility to combine it with our other products. You can expand its efficiency with the help of Asterisk VoIP Center For WHMCS which will let you originate calls between any destination number directly in the addon. Your administrators will be able to receive SMS reminders upon integration with SMS Center For WHMCS. Finally, Quotes Automation For WHMCS will increase quotes functionalities.

Discover new definition of customer relationship management with CRM For WHMCS. Order the module today and unlock endless possibilities to enhance your business connections!

Addon Module Features:

  • Create Leads
  • Convert Contact Type
  • Send Mass Email & SMS To:
    • All Clients
    • Chosen Client Groups
    • Contacts From Chosen Campaigns
  • Convert Contact Types Between Lead And Potential
  • Assign Client Account To Contact
  • Assign Administrator To Contact
  • Assign Ticket To Contact
  • Quickly Edit Contact Details
  • Add And Manage Contact's Follow-ups
  • Add And Manage Contact's Notes
  • View, Create And Synchronize Quotes For Contact
  • View Contact Orders
  • Send Email From Template Or Custom Message - Include Files And Quote
  • Send Ticket Response
  • Upload And Manage Files From Contact Profile
  • View Announcements For Administrators
  • View Logs Concerning Contact
  • View Dashboard Containing Incoming Follow-ups
  • View Calendar With All Reminders Sorted By Type
  • View CRM Statistics And Graphs Concerning Contacts
  • Import Contacts In Chosen File Formats: CSV, XSL, XSLX and ODS
  • Export Contacts In Chosen File Formats: CSV, XSL, XSLX, ODS and PDF
  • Upon Removing, Contact Is Moved To Archive Where They Can Be Restored From If Needed

Follow-Up Features:

  • 3 Types Of Notifications: Now, On Follow-up Date, Before Follow-up Date - Both For Administrators And Clients
  • Follow-up Type - Easier Determination Of Follow-up Purpose
  • Administrator To Notify - Defines Included Administrators Per Notification Type
  • Notify Administrator via Email And SMS
  • Use Email Template Or Place Custom Message

Campaign Features:

  • Create Campaign
  • Define Campaign Duration Time
  • Assign Leads To Campaign Using Filters
  • Manually Assign Campaign To Lead
  • Display Dashboard Per Campaign
  • Display Campaign Description Inside Of Assigned Lead Profile

Addon Settings Features:

  • View Module Status - Contains Status Of CRM Key Elements
  • Define Whether To Use Quotes And Administrator Assignment
  • Define Follow-up Types And Default Notifications On Follow-up Reschedule
  • Define Temporary And Permanent Notifications For Administrators
  • Define If Notification Needs To Be Acknowledged By Administrators
  • Manage Custom Fields:
    • Create Fields Groups
    • Create Custom Fields - Text, Textarea, Checkbox, Radio And Select
    • Add Description To Custom Field
    • Add Validators To Custom Fields
    • Define WHMCS - CRM Fields Mapping - Automatically Fill Out Form With Appropriate Values
  • Define Custom Contact Types:
    • Define Contact Type Color And Icon
    • Define Contact Type Visibility On Navigation
  • Configure Default View Of Leads And Potentials Lists - Visibility And Order In Columns
  • Define Permissions Per Administrator Role Group
  • Define Personal Settings:
    • Define Avatar
    • Define Visible Fields And Their Order For Leads, Potenials And Dashboard
  • Configure Default View Of Leads And Potentials Lists - Visibility And Order In Columns
  • Create CRM Email Templates
  • View Information About CRM Cron

Admin Area Features:

  • WHMCS Support Tickets System - Create Lead, View Its Details And Move To CRM Contact Profile
  • WHMCS Quotes - Quotes Created From CRM Profile Are Assigned To Contact Automatically

General Info:

  • Integrated With Asterisk VoIP Center For WHMCS - Call Your Clients At Any Time
  • Integrated With Quotes Automation For WHMCS - Extend Your Quotes Possibilities
  • Integrated With SMS Center For WHMCS - Send Reminders & Mass Messages via SMS
  • Connect With CRM Using Its API
  • Migration Tool - Migrate Leads/Potentials And Settings From CRM For WHMCS 1.2.4
  • Toggle Standalone Mode - Display CRM Outside Of WHMCS
  • Display Any Page Or Panel In Full Screen Mode
  • Multi-Language Support
  • Supports PHP 5.5.9 Up To PHP 7
  • Supports WHMCS V6 and V7

 

Reviews

5 stars
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Mr Roger @mrroger

January 10, 2017 at 01:20:47 AM

inbuild crm into whmcs, great product, able to hook into other modules from modulesGarden.

  • 3 months ago
  • Version Number 2.3.8

Version Compatibility


Compatible with WHMCS v7.1

Full Version Compatibility


  • All versions of WHMCS v7.1
  • All versions of WHMCS v7.0
  • All versions of WHMCS v6.3
  • All versions of WHMCS v6.2
  • All versions of WHMCS v6.1
  • All versions of WHMCS v6.0

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By ModulesGarden

Changelog

v2.3.13 Released April 13th, 2017

Latest Version


  • Bug Fix: Resolved problem with 'Convert' button for switching statuses of leads and potentials

 

Previous Versions


v2.3.12 Released March 28th, 2017

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  • Bug Fix: Solved compatibility issue with SMS Center For WHMCS preventing SMS notifications from being sent
  • Bug Fix: Allow to choose only one option for checkbox field type in Web Forms settings
  • Bug Fix: Resolved compatibility problem occurring when module is used on Windows Server

 

v2.3.11 Released March 6th, 2017

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  • Improvement: Added notes formatting support for line breaks
  • Bug Fix: Corrected issue with loading language phrases on the Web Forms settings while using Chrome browser

 

v2.3.10 Released February 14th, 2017

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  • Bug Fix: Corrected process of passing Web Form custom fields to module
  • Bug Fix: Displaying proper status of integration with other modules

 

v2.3.9 Released January 5th, 2017

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  • Improvement: Enhanced compatibility with Windows servers

 

v2.3.8 Released December 6th, 2016

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  • Bug Fix: Assign admin to a contact created with a web form
  • Bug Fix: Corrected process of sending notifications of 'Before Follow-up Date' type
  • Bug Fix: Display campaigns as a viable group of mass messages recipients

 

v2.3.7 Released November 28th, 2016

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  • Bug Fix: Resolved conflicts with custom modules

 

v2.3.6 Released November 15th, 2016

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  • Improvement: Quote integration - fill in the fields only if they are empty

 

v2.3.5 Released October 18th, 2016

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  • New Feature: WHMCS V7 support
  • New Feature: PHP 7 support
  • Bug Fix: Minor code refinements

 

v2.3.4 Released September 30th, 2016

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  • Bug Fix: Display contact's custom fields of checkbox type correctly
  • Bug Fix: CRM API - resolved issue about 'contacts/get' request

 

v2.3.3 Released September 27th, 2016

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  • Bug Fix: Send ticket response - resolve HTTP 404 error

 

v2.3.2 Released August 23rd, 2016

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  • Improvement: Core optimization enhancing loading speed

 

v2.3.1 Released August 8th, 2016

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  • Bug Fix: Display statistics for all administrators
  • Bug Fix: Display multiple items in CRM statistics
  • Bug Fix: Block CRM storage directory from direct access

 

v2.3.0 Released June 23rd, 2016

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  • New Feature: Web forms - gather contacts straight from your customers
  • New Feature: Easy to use web form generator
  • Improvement: Enhanced user interface
  • Bug Fix: Display select type field filter on the 'Dashboard' page

 

v2.2.4 Released May 12th, 2016

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  • Bug Fix: Copy data from ticket when creating new contract
  • Bug Fix: Display mass messages configuration
  • Bug Fix: Add contact from ticket - support for 'action=viewticket' view

 

v2.2.3 Released May 9th, 2016

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  • Improvement: Added .htaccess file example
  • Bug Fix: Send emails with HTML code in global header and footer

 

v2.2.2 Released April 20th, 2016

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  • Bug Fix: Assign quote to client
  • Bug Fix: Import contact of any type
  • Bug Fix: Assign ticket to contact if it was created from that ticket
  • Bug Fix: Support custom admin area URL
  • Bug Fix: Minor tweaks

 

v2.2.1 Released January 12th, 2016

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  • Restored Feature: Synchronize quotes

 

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